Papers by Guardians staff
How We Invest White Paper - Portfolio Completion
POSTED ON: 22 June 2020
By Mark Fennell and Brad Dunstan. Portfolio Completion is a value-adding strategy focused on obtaining cost-effective access to liquid exposures and managing them efficiently. This paper expands on the role of the Portfolio Completion programme at the Guardians, and how it fits within our wider endowments and investment beliefs. It explains the performance of the programme to date, and lists the governance and decision-making frameworks needed for its implementation.